Learning Objectives: Servo Valves
Learning Objectives: Servo Valves
SERVO VALVES
Learning Objectives
Upon completion of this chapter, the student should be able to:
1.1 Introduction
Servo valves were developed to facilitate the adjustment of fluid flow based on changes in the load
motion. Simply put, it is a programmable orifice.In machine motion control, servo systems involve
continuous monitoring, feedback and correction. Also they are used to improve efficiency, accuracy
and repeatability. The most common applications of servo valves are in aerospace vehicles,
particularly in primary flight controls. In aircraft, control surfaces such as ailerons, elevators and
rudders are positioned by servo units. In space vehicles, control during launch is provided by movable
thrust nozzles that are positioned by servo units. Even the drill bits for angle drilling of oil wells are
servo controlled.
A servomechanism is defined as an automatic device for controlling a large amount of power by
means of a very small amount of power and automatically correcting the performance of a
mechanism. The automatic and continuous correction requires return of information from the
mechanism feedback, in other words. Therefore, a servo valve is operated without feedback and it is
not a true servomechanism. In Chapter 17 we have studied about proportional valves and Table 1.1
gives comparison between servo valve and electrohydraulic proportional control valves (EHPV).
Table 1.1 Comparison of servo valves and electrohydraulic proportional valves
Feature
Servo Valve
EHPV
Electrical operator
Manufacturing precision
Feedback circuitry
Torque motor
Proportional solenoid
Extremely high
Moderately high
Main system as well as Valve (depending on type),
valve
main system (seldom)
Cost (compared with a solenoid Very expensive
Moderately expensive
valve)
1.2 History of Electrohydraulic Servomechanisms
The earliest recognized servomechanism is the water clock invented around 250 BC(Fig. 1.1) by the
Alexandrian inventor Ktesbios. In this device, time was recorded by the level of water in a graduated
vessel. Water flows into the vessel at a controlled and constant rate from a water reservoir above it.
The control of the flow rate from the reservoir involves a mechanism.Velocity flow rate from the
outlet of a reservoir is determined by the equation
v 2 gh
where V is the velocity, g is the acceleration due to gravity and h is the height of water above the
outlet.The volume flow rate through the outlet depends upon the size of the outlet and the fluid
velocity. Thus,
Q = Velocity Area
From these equations, we can see that as the water level in Ktesbioss reservoir goes down, the flow
rate from the reservoir decreases. Ktesbioss solution to the problem was to use a second reservoir
mounted above the first. He used a float to modulate an orifice through which water was fed into the
primary reservoir. This kept the water level constant, resulting in hours of constant length.
Numerous servomechanisms were invented during Industrial Revolution in the mid-1700s and
afterward. Many were associated with steam boiler technology where they were used to control water
level, water and steam flow, steam pressure and the speed and position of steam-operated
mechanisms.
Control
electronics
Proportional
valve
Valve
spool
Hydraulic
motor
Load
Operator
Control
electronics
Proportion
al valve
Valve
spool
Hydraulic
motor
Load
Tachometer
generator
Figure 1.3Servo control provides automatic and continuous corrections for any changes in motor
rpm.
If any difference is found between these signals, the electronic circuitry automatically generates a
correction signal proportional to the difference. This signal repositions the valve to correct the flow
rate as required. This sense and correct function is continuous, so any and every change in load
speed is automatically corrected. The system required to perform this function includes three major
segments: the servo valve, the command electronics and the feedback transducer.
1.4 Servo Valves
Servo valves can be used in virtually any aspect of fluid power system operations, including the
following:
1.
2.
3.
4.
5.
6.
The most common applications are for cylinder positioning and motor speed control. The valves for
these functions incorporate both direction and flow control in sliding spool arrangement that is
positioned by a torque motor.
1.4.1 Torque Motor
A torque motor is illustrated in Fig. 1.4. It is a simple electromagnetic device consisting of one or two
permanent magnets, two pole pieces, a ferromagnetic armature and two coils. The permanent magnet
polarizes the upper and lower pole pieces, so that they present equal and opposite magnetic fields.
Torque motors are very low-power devices operated on low-voltage DC power.
magnetic field is generated. The polarity of the field depends on the direction of the current flow. In
Fig. 1.5, the current flow causes the left end to become the South Pole and right end to become the
North Pole, resulting in counter-clockwise rotation of the armature.
(a)
(b)
(c)
Figure 1.6Torque motors can be connected in several combinations. (a) Parallel (aiding) , (b) series
(aiding), (c) pushpull (opposing).
The input to this arrangement is expressed as a differential current I, where I is the difference
between the coil currents. The control power is calculated from the equation
P (I )2 R
where P represents the control power, I represents the differential current I AD I BC andRrepresents
the resistance of one coil.In parallel connection, the direction of rotation depends on the polarity of
the input signal. The coils in the parallel circuitassist each other rather than oppose (as in a pushpull
circuit). That is, both of them attempt to move either clockwise or counter-clockwise. Reversing the
polarity of coils reverses the polarity of the rotation. The control power is then found from
R
P ( I p )2
2
where I p is the total current through the circuit and R is the resistance of the coil.In a series circuit,
the coils assist, rather than oppose, the armature rotation. As with the parallel circuit, a polarity
change is required to change the direction of rotation. The control power of a series circuit is given by
P ( IS )2 2 R
where I S is the current in the series circuit and R is the resistance of each coil.Notice that the series
and parallel circuits have the same maximum power requirement, which is exactly twice that of the
pushpull circuit.
It is interesting to note that these two low-power torque motors can control a two- or three-stage valve
that may be flowing 300400 LPM or more at 140300 bar. Taking in-between values, we see that the
power output of the valve approaches 90000 W. If we define the power gain of the valve as the output
power divided by the control power, we have
Power gain =
90000 W
= 5.625 104
1.6 W
(a)
(b)
Figure 1.7 (a) Zero overlap. (b) Underlapped. (c) Overlapped
(c)
By far, the most common condition is the line-to-line (or zero-overlap) spool. Here, the bandwidth
exactly matches the port width. Thus, when the spool is centered, there is no flow. Any movement of
the spool, regardless of how little, results in flow through the valve. This valve is suitable for closedloop position, speed, and force control applications because of its precise metering characteristics
about the null (neutral) position. Unfortunately, even a small amount of wear on either the land or port
edge results in leakage in the null position.
Overlapped spools have lands that are 0.55% wider than the ports. These spools have the advantage
of providing lower leakage flow in the null position than the line-to-line configuration.However, the
overlap means that the precision achievable about the null position is compromised because of the
relatively large dead band. For instance, when used as a position controller, a cylinder that is being
extended stops at a different position when being retracted even with the same command input. An
overlapped valve can be satisfactorily employed as a speed controller as long as it is operated well
away from its null position.
In many servo valve control circuits, dither is used to reduce the effects of static friction (termed
stiction). Dither is a very low amplitude command signal superimposed over the normal command
signal that results in a continuous, very short stroke, lateral oscillation of the spool. In such systems, a
slight overlap may be used to prevent unexpected leakage in the null position.
An underlapped spool has lands that are 0.51.5% narrower than the ports. This design is often
referred to as open center although there really are no open-center servo valves. The underlap is far
too small to be a true open center. This type of valve provides very rapid response to commands about
the null position, but it has the disadvantage of having non-linear flow characteristics near null. This
compromises control to some extent.
1.4.3 Valve Configurations
Servo valves may be single-stage (also called direct-acting), two-stage or three-stage, depending
primarily on the flow requirements of the system.Single-stage valves may be used when the flow
requirements are low (usually less than 20 LPM, depending on the valve design). These valves
commonly utilize a sliding spool mechanically connected to the torque motor armature. The flow
capacity is dictated by the low force available from the torque motor and the limited stroke of the
spool.
1.4.4 Single-StageSpool-Type Servo Valve
Figure 1.8 shows a single-stage servo valve. The mechanical connection between the torque motor
armature and the spool is a stiff wire. When there is no command input to the torque motor, the
armature is in the neutral (nulled) position, which, in turn, causes the spool to be in the nulled
position, and there is no flow through the valve. A clockwise deflection of the armature pushes the
spool to the left, opening up flow path from P to B and A to T. A counter-clockwise deflection opens
P to A and B to T.
spool enters the pilot section through the ports on opposite sides of the flapper. The pressure is then
channeled to nozzles located in the fluid cavity into which the flapper extends. These channels are
also connected to the pilot chambers at the ends of the main spool.
(b)
(a)
Figure 1.13Servo symbols: (a) Line-to-line and overlapped spool; (b) underlapped spool.
1.5.8Pressure Flow Characteristics
Servo valves are generally considered to be high-pressure devices. Usually the pressure rated is 200
bar, although most are capable of operating higher than 300 bar. Servo valves are typically flow rated
at 6070 bar differential; that is, the flow rate stated for the valve is the flow that occurs at 6070 bar
pressure drop across a fully opened valve. There is a very deliberate logic in the choice of 6070 bar.
The majority of servo systems use a working pressure of 200 bar. It can be mathematically shown that
the maximum transmission of power from the pump to the cylinder or motor occurs when the pressure
drop through the valve is one-third of the system working pressure. This parameter is related to the
basic orifice equation, which describes the flow rate through orifice. Thus, the valves are flow rated at
the maximum power transfer pressure drop based on the popular 200 bar. It has also been determined
that valve control is optimized at the 65 bar pressure drop.
If the pressure drop across the valve is different from the optimum, the flow rate changes
proportionately. The non-optimum flow rate can be calculated using the equation
q qr
p
pr
(1.1)
where q is the adjusted flow rate, qris the rated flow, p is the actual pressure drop and pr is the rated
pressure drop (usually 65 bar).
1.5.9Valve Performance
The performance of a valve can be described by numerous parameters. They are generally divided
into two categories: dynamic response and static response. The dynamic response characteristics are
the same as those for proportional valves, frequency response and amplitude ratio. Figure 1.14 is a
Bode diagram showing these characteristics(frequency response and amplitude ratio) for a specific
valve.
During the normal operation of a valve, the valve is likely to experience the same current input (set
point) frequently. Sometimes, this specific current input is approached from a lower current setting.
At other times, it is approached from higher settings. All valves have the characteristic that this
current set point results in different spool positions, depending on whether it is approached from a
lower or higher current.
Proportional valve
performance
+ Flow
Servo
valve
hysteresis
Proportional valve
hysteresis
Servo valve
performance
Flow
Ideal valve
performance
Figure 1.15 Hysteresis for a servo valve and a typical proportional valve.
A second important valve characteristic is the valve dead band. Dead band occurs only at the null
position, as shown in Fig. 1.16. It is defined as the current required to move the spool from the exact
centered position to the position where the first flow output is seen. It is usually expressed in
milliamps or percent-rated current. Dead band is the result of the spool inertia, overlap, static friction
and any other forces that might impede the initial motion.
+Flow
+1
Deadband
Flow
Figure 1.16 Dead band of a valve.
A similar phenomenon is threshold. Threshold current is the smallest input current required to
overcome spool inertia and other impending forces to cause the spool to move. The primary
difference between threshold and dead band is that threshold occurs throughout the spool stroke,
whereas dead band occurs only at the null position. Threshold contributes to the dead band rating.
Information concerning hysteresis, dead band and other valve performance characteristics is available
from the valve manufacturers. These characteristics can be significant in evaluating the suitability of a
valve for a specific application.Threshold is the current that must be applied before a response is
detected. Good-quality two-stage valves have a threshold less than 0.5% of rated current.
1.4.10Gain and Feedback
One of the most important concepts of servo system is its ability to constantly monitor its output and
automatically make corrections to ensure that the output remains at the commanded level. This is
accomplished through the use of some type of feedback from a transducer that monitors the output
parameter. Gain is defined as the ratio of output by input. Two gains are defined for servo valves:
flow gain and pressure gain. Flow gain is the ratio of flow to input current. Flow gain is determined
by measuring control flow versus input current. Flow gain is the slope of the graph of control flow
versus input current. Pressure gain is defined as the ratio of pressure and input current. Pressure
transducers are mounted on the output ports and pressure difference is measured as a function of input
current. The range of input current to produce a load pressure change from 40% to +40% of supply
pressure is determined. Pressure gain is difficult to measure.
1.4.10.1 The Control Ratio Equation
F
H
Figure 1.17 A basic feedback closed loop.
One of the most important aspects of system analysis is an understanding of system gain.Figure 1.17
is a block diagram of a generic system with feedback. The command input signal is given a designator
R for reference. The gain of the loop leg is designated G and termed the forward loop gain. The gain
of the feedback loop is denoted by H and the controlled output is shown as C.
As the system operates, a feedback signal F is continuously generated. Its value is based on the value
of C and the feedback gain. Thus,
F CH
This feedback signal is fed to the summing junction (in the op-amp), where it is compared with the
reference signal. The result is an error signal E whose value is
(1.2)
E R F R CH
This results in a change in the controlled variable C, which then becomes
(1.3)
C EG
and the process repeats itself.Equating Eqs. (1.2) and (1.3), we get
C ( R CH )G RG CGH
so that
RG C CGH C(1 GH )
and, eventually,
C
G
(1.4)
R 1 GH
This equation is known as the control ratio, and closed-loop gain or the closed-loop transfer function
of the system. The right-hand side of Eq. (1.4) defines the system gain and is commonly referred to as
the closed-loop gain of the system.
Example 1.1
A torque motor is connected in a pushpull circuit. Each coil has a resistance of 20 and is rated at
200 mA.Find
(a) The voltage of each coil when the armature is centered.
(b) The maximum value of l.
(c) The maximum control power for the torque motor.
Solution
(a) The maximum voltage for the coil is
E = IR = 200 mA 20 = 4 V
The armature is centered when
E
Emax
2 Volts
2
Emax
4V
0
200 mA
R
20
Example 1.2
A torque motor is connected in a parallel circuit. Each coil has a resistance of 20 and is rated at
200 mA.Find
(a)The voltage of each coil when the armature is centered.
Solution: (a)The voltage to each coil will remain the same (4 V).
(b) The current through the circuit will increase because of lower resistance. For a parallel circuit
made up of two equal resistors, the equivalence resistance is R/2; in this case, 10 .The value of I is
the total current, which we find from
E 4V
IP
0.4A=400mA
R 10
(c) Control power is given by
P = (IP)2(R/2) = (400 mA)2(20 /2) = 1.6 W
Example 1.3
A torque motor is connected in a series circuit. Each coil has a resistance of 20 and is rated at 200
mA. Find
(a)The voltage of each coil when the armature is centered.
(b) The maximum value of I.
(c) The maximum control power for the torque motor
Solution: (a) A torque motor is connected in a series circuit. Therefore, total resistance is 2R or 40 .
The maximum current will be 200 mA.
(b) A torque motor is connected in a series circuit thereforethe maximum voltage is
Voltage (E) = IR = (200 mA)(40 ) = 8 V
(c)The control power is
P = (Is)2 (2R) = (200 mA)2(2)(20 ) = 1.6 W
Example 1.4
A servo valve is flow rated at 56 LPM at 65 bar differential (Fig. 1.5). It is to be operated in a 130 bar
system. What will its adjusted flow rate be at the optimum power transfer p?
Solution: For optimum power transfer, the pressure drop across the valve should be
130
= 43.33 bar
3
43.3
p
= 56
= 45 LPM
65
pr
example>
Example 1.5
Figure 1.18 shows a servo valve which is rated at 65 bar pressure drop across the valve in a 195 bar
system.
(a) Find the pressure drop when motor is fully loaded.
(b) Find the pressure drop when motor is not fully loaded.
(c) Find the pressure drop when motor is overloaded. Will there be a flow?
(d) Derive an expression for fluid temperature rise across the valve.
Note that the term 6 bar pressure drop imply that the drop across one flow path through the valve.
195 bar
Figure 1.18
Solution:
(a) When motor is at full load: From Fig. 1.18, with the pump compensator set at 195 bar, the pressure
is reduced to 195 32.5 = 162.5 bar across the P to A path through the valve. If we assume the motor
to be operating at full load, 130 bar is dropped across the motor. The final 32.5bar is then dropped
through the B to T side of the valve.
(b) When motor is not at full load: If the motor is not fully loaded, then the system pressure drops
below 195 bar. In this case, the 65 bar drop across the valve still occurs, but the power transfer
diminishes. (c) When motor is overloaded: If the motor is overloaded so that more than 130 bar is
required to rotate it, then the 65 bar drop across the valve is not possible. The result is a lower flow
rate [Eq.(1.1) applies], so the motor will turn more slowly. The extreme of this condition is a stalled
motor. In this case, the full 195 bar will be dropped across the motor. Obviously, there is no flow in
this case.
(d) Heat generation and fluid temperature rise: Because the servo valve represents a major pressure
drop, it will also generate a considerable amount of heat. Let
HGR = Heat generation rate = WCp T
P = Power loss across the valve = pQ
The fluid temperature rise across the valve can be found using the equation
T =
HGR
CpW
(1.5)
where T = temperature rise ( C ), Cp = specific heat of the oil = 1.8 kJ/kg K,W (kg/s) = weight flow
rate = Q,and = fluid-specific weight.
Example 1.5
For the servo valve of Example 1.5, determine the power loss, heat generation rate and the
temperature rise across the valve. The fluid has a specific weight of 8620 N/mm3.
Solution: The power loss is
P = p q = 43.3105 (45/1000) (1/60)
= 3.25 kW
The resultant heat generation rate is found from Eq.(1.5). The increase in the fluid temperature is
T HGR / CpW
W Q
Therefore,
T HGR / CpW
4.97
2.689 C
1.8 0.889
This is the temperature rise experienced by every drop of oil that flows through the valve. The rise
occurs in the time required for the fluid to flow through the portion of the valve where the pressure
drop occurs.
Although the weight flow rate appears in the equation, the temperature rise is actually independent of
flow rate. So the temperature rise for any fluid is a function of pressure drop only.
Example 1.7
In the given servo system (Fig. 1.19), suppose the forward loop contains a hydraulic motor. The
forward loop gain is 300 rpm/V and the feedback loop consists of a tachogenerator that has a gain of
0.2 V/rpm. What will be the speed of the hydraulic motor for an input of 3.5 V?
F
H
Figure 1.19
Solution: Given
Reference input, R = 3.5V
Forward loop gain, G = 300 rpm/V
Feedback loop gain, H = 0.2 V/rpm
The equation of closed-loop transfer is given by
C
G
R 1 GH
(1.6)
This gives
G
C
R
1 GH
300
(3.5)
1 300 0.2
17.2 rpm
Normally, if the feedback system is not included, the 3.5 V input should give 1050 rpm. Because there
is feedback, the output is 17.6 rpm.
Example 1.8
Figure 1.20 shows a closed-loop feedback system with multiple elements in the forward loop. Derive
an expression for closed-loop gain.
R
E
G1
G2
G3
F
H
Figure 1.20
Solution:Let us have a system that has more elements in the forward loop. The gain can still be found
by using the Eq.(1.6). Let us first resolve all the forward loop gains into a single value G. The forward
loop gain G is the product of all the individual element gains between the summing junction and the
output. Thus,
(1.7)
G G1G2G3
So
G1G2G3
C
G
R 1 GH 1 G1G2G3 H
(1.8)
Example 1.9
Determine the speed of the hydraulic motor in the circuit shown in Fig. 1.21.
R=5V
Amplifier
Servo valve
GA
GSV
Hydraulic motor
Valve
G
E
GA = 50 mA/V
F
GM = 30 RPM/gpm
mA/V
HT
HT = 0.2 V/rpm
Figure 1.21
R 1 GH
G
C
1 GH
150
C
(5) 24.2 rpm
1 150 0.2
Objective-Type Questions
Fill in the Blanks
1. A servomechanism is defined as an automatic device for controlling a large amount of power by
means of a very small amount of _______.
2. Servo valves are operated by _______ motors.
3. Typically, spool and bore straightness and diametrical tolerances are held to _______.
4. Overlapped spools have lands that are 0.5% to _______% wider than the ports.
5. In many servo valve control circuits, _______ is used to reduce the effects of static friction (termed
stiction).
6. ______ valves may be used where the flow requirements usually less than 20 LPM_______.
State True or False
1. Servo valves are less expensive than proportional valves.
2. There is no dead zone for a servo valve.
3. A servo valve uses always zero or underlap spool.
4. The maximum operating frequency of a servo valve is 10 Hz.
5. Servo that uses feedback electronics is more accurate.
Review Questions
1. Define a servo valve.
2. How do servo valves differ from proportional control valves?
3. Explain the operation of a torque motor.
4. Define underlap, overlap and line to line in the context of servo valve spools.
5. Define dead band.
6. Define threshold.
7. Define hysteresis.
8. List and define the types of hydraulic amplifiers.
9. At what pressure drop are servo valves usually rated?
10. Define gain.
11. Define flow gain.
12. Define pressure gain.
13. What are the uses of servo valves?
14. What is a torque motor?
15. What is a spool lap?
16. What are the three types of servo valves?
Answers
Fill in the Blanks
1. Power
2. Torque
3. 1 m
4. 5%
5. Dither
6. single stage
State True or False
1. False
2. False
3. False
4. True
5. True